Church Pension Group · 5 hours ago
Account Manager (property & liability insurance)
United States
Full-time
Remote
Mid, Senior Level
$81K/yr - $104K/yr
6+ years expChurch Pension Group is a longstanding organization focused on providing property and casualty coverage to The Episcopal Church. The CIAC Account Manager will serve as the primary contact for assigned customers, developing tailored risk management and insurance programs while ensuring customer satisfaction and retention.
Financial Services
No H1B
Responsibilities
Develop and deliver oral and written presentations on insurance issues via attending vestry meetings, diocesan conventions, seminars, etc. to discuss property/liability
Identify risk management needs and ensure compliance with Episcopal Safety Program (ESP) risk recommendations via communication and any necessary follow-up with clients
Understand and be able to communicate any underwriting concerns
Obtain updated risk management details directly from clients via completion of renewal review; providing details to underwriting. Negotiate and get agreement on values
Verify and update MSB replacement cost calculations as needed
Market to Episcopal churches that are not currently insured with CIC
Upselling of current client base Crime, Umbrella, Auto, Workers Compensation, International Travel
Contributes towards the team establishing benchmark retention goal of 97% of existing book
Complete all details for the property, general liability, crime, directors & officers, auto, workers compensation and umbrella that are required to obtain a quote
Present coverage offerings via phone, email and mail
System based reporting and forecasting retention, risk management and sales objectives
Must personally and proactively plan and accomplish assigned tasks and goals
Detailed knowledge and understanding of property and casualty products, services and policies
Proven use of agency system(s)
Qualification
Required
BA/BS or combination of education and experience
6+ years of previous experience in a field structured organization providing direct client facing customer support acting as a liaison between customers and companies
Applicable state resident and non-resident agent license or obtain a license in a time frame established by the supervisor and the incumbent
Detailed knowledge and understanding of property and casualty products, services and policies
Proven use of agency system(s)
Highly organized and capable of handling a number of time sensitive and important issues simultaneously, with diplomacy and accuracy
Solid knowledge and understanding of functional terminology, guidelines and procedures as well as a solid knowledge of products, services and policies
Proven track record with regards to judgment used in the application of various criteria and procedures, the identification and investigation of discrepancies, the resolution of problems and the expeditious processing of all transactions
Complete understanding of the need to achieve team goals in a 'customer-focused' environment
Willingness and ability to travel as necessary
Highly developed listening and communication skills – both written and oral
An empathetic, proactive, creative response to customer concerns and needs
Preferred
Professional insurance or risk management designation(s) (CPCU, ARM)
Familiarity with the Episcopal Church
6+ years of previous experience in commercial lines Property & Casualty insurance experience, preferably in one or more core disciplines (e.g. underwriting, risk management marketing, claims)
BA/BS
Benefits
Medical (including Vision)
Dental
Employer funded defined benefit pension plan (five year vesting)
Employee Life Insurance
Spouse and Dependent Life Insurance
Accidental Death and Dismemberment (AD&D) Insurance
Short-Term Disability (STD) coverage
Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
Business Travel Accident Insurance
Worker’s Compensation
Employee Assistance Program
Retiree health insurance (eligible after 10 years)
Retiree life insurance
401(k) with matching contributions (immediate vesting)
Flexible Spending Accounts (FSAs)
Commuter Benefits
New York’s 529 College Savings Program (NY State residents)
Educational Assistance Program available to eligible employees
Parental Leave available to eligible employees
Time Off available to eligible employees: Vacation, Sick, Personal and Holidays
Company
Church Pension Group
The Church Pension Group (CPG), founded in 1917, provides retirement and healthcare benefits, property and casualty insurance, and publishing support for clergy, lay employees, and institutions serving The Episcopal Church.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mary Wold
CEO, President and Board Member
Recent News
Business Wire
2025-07-09
2025-06-25
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